Latest Institutional Transactions on Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.31K+ 5.32% |
$32.7K - $43K
|
26K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
13KNew |
$325K - $428K
|
13K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.42K- 1.33% |
$110K - $145K
|
329K
$8.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
612KNew |
$15.3M - $20.1M
|
612K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
39.1KNew |
$974K - $1.28M
|
39.1K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
37.8KNew |
$941K - $1.24M
|
37.8K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
129KNew |
$3.2M - $4.22M
|
129K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.46M+ 13.33% |
$61.2M - $80.5M
|
20.9M
$553M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.9K+ 137.06% |
$1.32M - $1.74M
|
91.5K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
833+ 0.29% |
$20.8K - $27.3K
|
285K
$7.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4KNew |
$258K - $340K
|
10.4K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.04K- 6.91% |
$126K - $165K
|
67.8K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
13K+ 17.57% |
$324K - $426K
|
87K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.53K+ 7.76% |
$138K - $181K
|
76.8K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-270- 25.62% |
$6.73K - $8.85K
|
784
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14.8KNew |
$368K - $484K
|
14.8K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
300KNew |
$7.48M - $9.84M
|
300K
$7.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
74.4K+ 23.78% |
$1.85M - $2.44M
|
387K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.03K+ 28.71% |
$25.6K - $33.6K
|
4.6K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.6K- 24.81% |
$465K - $611K
|
56.5K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.21KNew |
$105K - $138K
|
4.21K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
41.4K+ 145.75% |
$1.03M - $1.36M
|
69.8K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
35+ 0.37% |
$872 - $1.15K
|
9.5K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
2.72K+ 27.11% |
$67.7K - $89K
|
12.7K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-972K- 9.36% |
$24.2M - $31.9M
|
9.41M
$249M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
91New |
$2.27K - $2.98K
|
91
$2.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.7KNew |
$417K - $549K
|
16.7K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-199K- 58.69% |
$4.96M - $6.52M
|
140K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 1.08% |
$748 - $984
|
2.75K
$72.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
50+ 0.52% |
$1.25K - $1.64K
|
9.69K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3.3KNew |
$82.2K - $108K
|
3.3K
$87.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.21K- 14.33% |
$155K - $204K
|
37.1K
$983K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13.2K+ 700.48% |
$329K - $433K
|
15.1K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.64K- 58.49% |
$40.9K - $53.9K
|
1.17K
$30.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88.2K+ 937.86% |
$2.2M - $2.89M
|
97.6K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-806- 59.09% |
$20.1K - $26.4K
|
558
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47+ 223.81% |
$1.17K - $1.54K
|
68
$1.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
308KNew |
$7.67M - $10.1M
|
308K
$8.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 6.77% |
$2.34K - $3.08K
|
1.3K
$34.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
22KNew |
$548K - $721K
|
22K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.02KNew |
$100K - $132K
|
4.02K
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.08K+ 16.59% |
$152K - $199K
|
42.7K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
11K+ 23.81% |
$274K - $360K
|
57.2K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.22K+ 20.39% |
$105K - $138K
|
24.9K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
744KNew |
$18.5M - $24.4M
|
744K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-177- 0.24% |
$4.41K - $5.8K
|
73.4K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
7.56KNew |
$188K - $248K
|
7.56K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
16.5KNew |
$411K - $540K
|
16.5K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
4.58K+ 26.28% |
$114K - $150K
|
22K
$583K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
365K+ 28.19% |
$9.1M - $12M
|
1.66M
$44M
|